Historical tax data
All historical dividends, corporate actions and share price data for every listed company and trust in Australia since 1985. A “must-have” tool for any accountants dealing with investments and capital gains tax, giving you powerful help to save time and revolutionise your CGT, income tax, share portfolio/SMSF compliance and deceased estate reporting work.
Powerful portfolio worksheets
Portfolio worksheets saves accountants and portfolio administrators a massive amount of time when it comes to things like reconstructing shareholding histories over several years, by automatically factoring in all dividends, distributions, DRPs, tax-deferred components and capital changes. Push-button reporting gives you instant, powerful knowledge.
Connectivity
Access Anywhere, Anytime, Any Device offers incredible benefits to your business. Powerful functionality and security improve workflows.
Calculate & research
Supporting whatever information, you need, CGT Reporter has you covered. Clever on-screen calculators help you work out values for trusts’ distributions and tax-deferred components, demerger and stapled security cost base portions and investment values. A whole library of reference documents is easily to hand wherever you are – all you need is the Internet.
Targeted training for success
Build expertise with a suite of smart training courses on CGT Reporter further increasing your productivity. Courses cover basic skills to advanced manipulation and every stage in between. To get the basic CGT Reporter tuition at any time, an engaging series of free training videos are available online… in no time at all you’ll have all the skills you need to start getting the very best from this powerful software.
CCH iFirm Practice Manager allows the firm to prioritise and better manage the jobs at hand. The firm now has clear insights into capacity planning, the productivity levels of each member of the team and monitoring our efficiency levels is very easy with the customisable dashboard.
We are very bullish about cloud. It makes sense for us to have access for ourselves and not necessarily be tied to the office. When we’re out with clients we can access data, and we can all work from home when necessary. We already have clients in every state. Using cloud-based solutions enhance not only client retention, however using CCH iFirm gives us the ability to upsell a client on our other services, enabling us to do more value based work for them.
With CCH iFirm we now have total visibility of the performance of the business and how we are tracking, virtually in real-time. This greater confidence we have in our data is a whole new world for us and one that we now see everyday. We have enhanced the management of our jobs and budgets, prioritised invoicing as an ongoing activity and revenue source and introduced clear visibility and efficient processes to debtors management.
Our initial enquiry response was very quick and the requirements were understood in an easy and professional manner. The next stage of implementation was also great. Support was provided all the way through to going Live
We heard first hand how the focus on integration, implementation and training by the entire CCH iFirm team had made such a vast difference in moving to the cloud. We booked a meeting, were really impressed by what we saw and didn’t waste any time – we ordered the same day! Cloud, mobility and the seamless integration CCH iFirm was the compelling mix we were looking for.
This seamless integration of applications in CCH iFirm saves us significant time in our levels of reporting and client service. We have eliminated unnecessary duplication and made it even easier to manage projects and proactively communicate with our clients at the same time. This can also happen anywhere – which is entirely essential to the growth of the modern workforce.
Greater visibility, reduced write offs and streamlined time sheeting and invoicing has automated account management processes and produced more efficient outcomes.
Learn more about CGT Reporter
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